“Many organisations and people provide the services that clients need. In my opinion, the differentiator is in the way those services are provided and to that extent, Kathy embodies the qualities that I have come to value from PSITL. Kathy is organised but not fussy; diligent but not dogmatic; persistent without being pushy and compliant in a pragmatic way. Whilst she takes ownership and drives issues forward, Kathy is a team player who uses her and her colleagues experience to provide services to her trustee client whilst working closely with those like me representing the sponsoring employer. She works collaboratively with advisers but constructively challenges the scope of services, fees and service standards whenever necessary and makes sure that member needs are always taken into account. I enjoy working with her and trust that she will deliver what is required by the trustee and the members they represent in a manner satisfactory to the sponsoring employer. ”
“They are very proactive and full of new ideas, they've brought better scheduling and better minute sets.”
“Highly informative. Having leading professionals deliver the TKU course really adds value.”
“Their pragmatic approach helps with quick and easy decision making. Another approach might have made things more difficult.”
“So much more proactive than the previous company. On the ball - thinking in advance of things needing doing - very proactive.”
“These days, Boards need real expertise on tap (with excellent back-up) to cope with a constantly evolving and more regulated environment. PSGS is geared to delivering that.”
As professional scheme secretaries we know the needs of boards and individual pension trustees vary, so we need to be as flexible as possible when it comes to meeting papers.
It is true that producing paper packs is the ‘short straw’ job for members of our specialist scheme secretary team - and they are a risk to family pets as they drop through the letterbox! However, for some pension trustees, the thought of having to go digital and losing the ream of paper to work through can be daunting.
Whilst the trend is definitely towards paperless meetings, what are the pros and cons of the various options available?
Click the image to see a PDF version.
There’s a lot of noise just now about data minimisation and many question whether you should really send scheme information to personal email addresses, even if they are password protected. Pension trustees also need to consider how far they need to worry about possible data issues by other data controller. This might make it a sensible time to take a look at how trustee meeting packs and papers are produced for your pension scheme.